Waldron Private Wealth LLC

SEC CIK: 0001598180
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Waldron Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overview All 13F holders of IAU Full Q2 2026 holdings

Shares (Q2 2026): 34,341
Value: $2.59M
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of IAU by Waldron Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,341	$2.59M	0.1%	00.0%	Unchanged	Holders
Q1 2026	34,341	$3.03M	0.1%	−750−2.1%	Reduced	Holders
Q4 2025	35,091	$2.85M	0.1%	+960+2.8%	Added	Holders
Q3 2025	34,131	$2.48M	0.1%	+34,131	New	Holders